Apella Wealth
Claire Thornton CFP® EA MST is a Senior Financial Planner at Apella Wealth, having joined the firm in July 2023 as part of the Inspired Financial team. With a career encompassing roles such as Lead Financial Planner at Inspired Financial and Financial Planner at Carnegie Wealth Management, Claire Thornton has developed a strong focus on serving women through various life transitions. Education credentials include a Master of Science in Taxation from Golden Gate University, a CFP® Certificate from Temple University, and a Bachelor's degree in Finance and English Literature from Muhlenberg College.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.